Bogart Wealth LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45.7K Hold
2025
Q2
$41.8K Buy
2025
Q1
$22.6K Hold
2024
Q4
$24.8K Hold
2024
Q3
$23.5K Buy
2024
Q2
$7.27K Buy
2024
Q1
$5.86K Hold
2023
Q4
$5.21K Hold
2023
Q3
$4.74K Hold
2023
Q2
$4.88K Hold
2023
Q1
$4.44K Hold
2022
Q4
$4.08K Hold
2022
Q3
$4K Hold
2022
Q2
$4K Hold
2022
Q1
$5K Sell
2021
Q4
$9K Buy